The CFG Blog

Risk tolerance is one of those phrases that gets thrown around a lot in financial conversations, but what it actually means for your situation is more specific than most people

Here’s something that got my attention when I was doing research on this: over the past 30 years, on average, 75% of stocks are down more than 5% at some

Inflation hit 8.9% in June 2022, and I watched clients who thought they had everything figured out suddenly scrambling to rethink their entire retirement picture. That’s what inflation does: it

So here’s something that I find really striking: more than three-quarters of Americans – 77%, to be specific – reported feeling anxious about their financial situation. And what’s really interesting

Something I have seen in my practice that’s really eye-opening: nearly 80% of folks have no plan in place for long-term care, and that’s pretty striking when you consider that

Losing a spouse is one of the hardest things a person goes through. And right in the middle of that grief, there are financial tasks that genuinely can’t wait. Not